Daily Advisor News

AUM net flow

+$137.2M Gained 3 firms

−

$1B Lost 2 firms

+

$0 New firms 0 with AUM

−

$309.9M Exits 2 with AUM

=

-$1.2B Net flow Day total

Also tracked: advisors -9 · locations +1

Big Winners

Top 3 AUM gains · $137.2M tracked across 3 firms

HF HIRST FINANCIAL INDEPENDENCE PLANNING, INC. +$101.2M AUM $0 → $101.2M Advisors 1 → 1 Locations 3 → 3 4F 4:8 FINANCIAL +$20.4M +6.4% AUM $318M → $338.3M Advisors 4 → 4 Locations 1 → 1 PI POWERS INVESTMENT ADVISORY CORPORATION +$15.6M +14% AUM $111.6M → $127.2M Advisors 2 → 2 Locations 1 → 1

Big Losers

Top 2 AUM drops · $1B tracked across 2 firms

SC SIRIS CAPITAL GROUP, LLC −$723.1M -15% AUM $4.8B → $4.1B Advisors 15 → 15 Locations 1 → 1 PC PERSIMMON CAPITAL MANAGEMENT −$318.4M -86.4% AUM $368.5M → $50.1M Advisors 2 → 2 Locations 1 → 1

Hot & New

Top 0 by reported AUM · $0 entered · 0 of 3 new names had AUM

No new firms with reported AUM today.

Exits

Top 2 by last reported AUM · $309.9M left · 2 of 3 exits had AUM

GI GIP INVESTMENT ADVISER LLC $198M Exit AUM $198M Advisors 4 Locations 1 PI PRINCETON INVESTMENT MANAGEMENT COMPANY $111.8M Exit AUM $111.8M Advisors 1 Locations 3